Amazon.com’s (AMZN) “Buy” Rating Reiterated at Barclays

Amazon.com (NASDAQ:AMZN)‘s stock had its “buy” rating reiterated by research analysts at Barclays in a research report issued on Friday,MarketScreener reports.

A number of other brokerages have also recently issued reports on AMZN. President Capital boosted their target price on shares of Amazon.com from $280.00 to $320.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Pivotal Research lifted their price target on Amazon.com from $285.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Citizens Jmp increased their price objective on Amazon.com from $300.00 to $315.00 and gave the stock an “outperform” rating in a report on Monday, February 2nd. Raymond James Financial cut their target price on Amazon.com from $260.00 to $225.00 and set an “outperform” rating for the company in a research note on Friday. Finally, Needham & Company LLC reiterated a “buy” rating and set a $265.00 price target on shares of Amazon.com in a research report on Friday. Fifty-five investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Amazon.com presently has an average rating of “Moderate Buy” and an average target price of $290.28.

Amazon.com Price Performance

NASDAQ AMZN opened at $210.27 on Friday. The company has a quick ratio of 0.80, a current ratio of 1.01 and a debt-to-equity ratio of 0.14. The company has a market cap of $2.25 trillion, a PE ratio of 29.33, a price-to-earnings-growth ratio of 1.39 and a beta of 1.37. Amazon.com has a 52 week low of $161.38 and a 52 week high of $258.60. The firm’s 50-day simple moving average is $233.50 and its two-hundred day simple moving average is $229.78.

Amazon.com (NASDAQ:AMZN) last posted its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 earnings per share for the quarter, missing the consensus estimate of $1.97 by ($0.02). The business had revenue of $213.39 billion during the quarter, compared to analysts’ expectations of $211.02 billion. Amazon.com had a return on equity of 23.09% and a net margin of 10.83%.Amazon.com’s revenue for the quarter was up 13.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.86 EPS. Research analysts predict that Amazon.com will post 6.31 earnings per share for the current year.

Insider Transactions at Amazon.com

In other news, CEO Douglas J. Herrington sold 4,784 shares of the firm’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $232.71, for a total transaction of $1,113,284.64. Following the sale, the chief executive officer owned 498,182 shares in the company, valued at approximately $115,931,933.22. This trade represents a 0.95% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $226.61, for a total value of $280,316.57. Following the completion of the transaction, the director directly owned 26,148 shares in the company, valued at approximately $5,925,398.28. This represents a 4.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 47,061 shares of company stock worth $10,351,262. Company insiders own 9.70% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of AMZN. Vanguard Group Inc. lifted its position in Amazon.com by 2.1% in the second quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after purchasing an additional 17,447,045 shares during the last quarter. State Street Corp increased its stake in shares of Amazon.com by 2.0% in the third quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant’s stock worth $83,805,794,000 after buying an additional 7,584,156 shares during the period. Geode Capital Management LLC raised its holdings in Amazon.com by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant’s stock valued at $47,332,625,000 after buying an additional 3,721,658 shares during the last quarter. Norges Bank bought a new stake in Amazon.com during the 2nd quarter valued at $27,438,011,000. Finally, Northern Trust Corp boosted its position in Amazon.com by 0.3% during the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant’s stock valued at $18,527,354,000 after buying an additional 302,858 shares during the period. 72.20% of the stock is currently owned by institutional investors.

Key Headlines Impacting Amazon.com

Here are the key news stories impacting Amazon.com this week:

• Positive Sentiment: AWS and sales beat/strength — Amazon reported solid Q4 revenue and faster AWS growth, reinforcing the cloud growth thesis. AWS Q4 beat (CNBC)
• Positive Sentiment: Anthropic stake re‑valuation — Amazon’s earlier $8B investment in Anthropic is now being valued much higher (~$60.6B), underlining upside in AI partnerships and non‑core assets. Anthropic valuation (Business Insider)
• Positive Sentiment: Near‑term tax relief improves cash flow — Recent U.S. tax changes materially reduced Amazon’s federal tax cash outlays in 2025, which helps fund heavier capex without a proportional hit to free cash flow. Tax law reduces Amazon tax bill (WSJ)
• Neutral Sentiment: Management stance — CEO Andy Jassy said he’s “confident” the $200B program will deliver attractive returns over time; that defends the strategy but leaves timing/ROIC execution risk. CEO confidence (CNBC)
• Neutral Sentiment: New ad/AI product moves — Amazon is opening ad platform capabilities to AI agents (Ads MCP server beta), which could expand ad monetization but will take time to scale. Ads MCP beta (Newsfile)
• Negative Sentiment: CapEx shock and small EPS miss spooked traders — Amazon guided to roughly $200B in 2026 capex (well above expectations) and reported a slight EPS miss; that combination triggered heavy selling and a sharp gap lower in after‑hours/premarket trading. $200B capex guide (Reuters)
• Negative Sentiment: Regulatory and analyst pushback — Germany’s cartel office banned certain marketplace pricing controls and ordered repayments, adding regulatory risk; several firms also trimmed near‑term targets or flagged margin/cash‑flow risk tied to heavy capex. Germany antitrust (Reuters)

About Amazon.com

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.